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Natascha Barone

Missionsquare Retirement

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About Natascha Barone

Natascha Barone is a financial advisor who has been in the industry since 2012. Natascha has a Series 6, Series 63, and Series 65 license. Natascha is currently registered with Missionsquare Retirement and is licensed to provide financial advice in Florida. Before joining Missionsquare Retirement, Natascha worked at HSBC Securities (USA) Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., and Wachovia Securities, LLC.

Firm Information

Natascha Barone is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Natascha Barone’s Registration & Firm History

DC

09/25/2020 - Present

Missionsquare Retirement (WASHINGTON DC)

FL

11/05/2013 - 12/13/2016

HSBC SECURITIES (USA) INC. (POMPANO BEACH FL)

FL

10/01/2012 - 10/18/2013

J.P. MORGAN SECURITIES LLC (DAVIE FL)

FL

08/27/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (HIALEAH FL)

FL

01/27/2009 - 02/27/2009

WACHOVIA SECURITIES, LLC (FORT LAUDERDALE FL)

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Licenses & Designations

IA

Issued 09/05/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natascha Barone.
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